Matt Schaller

Matt Schaller brings more than a decade of experience in the financial services industry to his role as an advisor at Moneta. Matt is both a Chartered Financial Analyst® (CFA) and a CERTIFIED FINANCIAL PLANNER™ (CFP) professional. His extensive background in client service, coupled with his previous experience as an investment research analyst, adds another layer of expertise to the team and offers a unique lens for clients' investment decisions.